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The slide explains a technical architecture (BLT) and compares its performance (BPB vs Training FLOPS) against standard BPE-based models.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
Consulting deck VC research Beat · The Facts (What)1 hit
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The slide uses a diagram to contrast 'No sink' vs 'Sink' behavior in token attention patterns.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide highlights how LMArena data is being manipulated and how proprietary models have an unfair advantage in benchmark performance.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The chart shows a negative correlation between capabilities score and attack failure rate, indicating that as models get more capable, they become more prone to failure in safety-critical tasks (WMDP).2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Includes a screenshot of a ChatGPT conversation as a case study of sycophancy.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide highlights the technical architecture (CNN, Transformer, Language Model) and the current limitations compared to invasive BCIs.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide summarizes research findings on brain-model convergence, highlighting that early layers align with sensory cortices while later layers require more training to align with prefrontal regions.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Includes specific cost estimates per hour for different neuroimaging modalities.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide highlights a specific technical research development from Apple, detailing its architecture (4D sparse latent, pure-Transformer, 4D RoPE) and training scale.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide discusses two specific technical approaches to robotic learning: neural rendering for 3D scene representation and next-token prediction for unified vision-language-action sequences.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Discusses the trade-off between overfitting/compute costs and the ability to internalize complex physical dynamics.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Discusses Molmo-Act (AI2), Gemini Robotics 1.5 (GDM), and MIT's 'Teaching LLMs to Plan' research.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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81
The slide uses a diagram to explain the EMMA model architecture, showing inputs (text/vision) feeding into the model and outputs (reasoning/planning).2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide includes a detailed performance table comparing various agents across 15 games.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide presents a technical argument for using smaller models (1-9B parameters) in agentic workflows to reduce costs and latency, while maintaining an 'escape hatch' to larger models.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide uses a specific case study of Sakana AI to illustrate the broader point about the need for domain-expert audits in AI research.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide uses a metaphor (USB-C) to explain the standardization of AI tool integration.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The chart shows cumulative paper counts for various AI agent frameworks from Jan 2024 to Aug 2025, illustrating the rapid growth and proliferation of these tools.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Data source: Zeta Alpha2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Data source: Zeta Alpha. The chart shows a significant increase in research activity across all categories.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Includes a screenshot of a social media post and a bar chart showing paper publication trends across various AI conferences.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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2025 Air Street Capital The State of AI Report 20252025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Uses the 'Drake Hotline Bling' meme format to illustrate the rebranding of AI terminology.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide uses a 'before-after' or 'comparison' structure to show that both major players (OpenAI and xAI) are projecting massive spending.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The slide highlights the competitive nature of AI model releases and the volatility of leaderboard rankings.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The chart highlights DeepSeek's dominance in maintaining the top position on the LMArena leaderboard compared to other providers.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The chart tracks 'Intelligence to Price' ratio over release date, highlighting faster doubling times for Google models compared to OpenAI.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The chart tracks model release dates against a calculated ELO/Price metric, highlighting the efficiency gains in AI model development.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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The table tracks specific dates and deal details for three major AI labs.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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Data source: Specter. Charts show AI signals/share over time and the increasing percentage of AI companies in top-tier rankings.2025 Air Street Capital The State of AI Report 2025 · Air Street Capital
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